Platt Investment Counsel, LLC
● SEC registered since 2018CRD 118737SEC# 801-112826
Reg. AUM
$153.6M
Employees
1
Accounts
382
Location
—
Platt Investment Counsel, LLC assets under management
Platt Investment Counsel, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2018. It reports $153.6 million in regulatory assets under management and employs 1 people.
Platt Investment Counsel, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Peter Markert Platt Control | President & Chief Compliance Officer | Over 75% | 2022 |
| The Mary F. Platt Living Trust Control | Owner Trust | 25-50% | 2022 |
| David R Platt Control | Trustee | 25-50% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Platt Investment Counsel, LLC manage?
Platt Investment Counsel, LLC reports $153.6 million in regulatory assets under management on its Form ADV.
How many employees does Platt Investment Counsel, LLC have?
Platt Investment Counsel, LLC reports 1 employees.
Does Platt Investment Counsel, LLC disclose fund performance?
Platt Investment Counsel, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 407-416-0066 |
| Office hours | 24 Hours/Day |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$153.6M▲ 5%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$153.6Mregulatory AUM
Discretionary $153.6M